Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,943 | $160,059-53.2% | $140,019-46.5% | $135,381-44.6% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.5%-47.5pp | 82.6%-42.6pp |
| Annual return | -5.42% | 911.51%-916.9pp | 651.19%-656.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,884 | $7,641-75.3% | $6,927-72.8% | $5,609-66.4% |
| Admin fee / account holder | $42 | $13,328-99.7% | $10,705-99.6% | $10,828-99.6% |